Paul F. Cordero,  CFP<sup>&reg;</sup> - Financial Advisor

Paul F. Cordero, CFP®

EA

Principal

Attune Financial Planning

4040 Civic Center Drive, Suite 200
San Rafael, CA 94903
FINANCIAL ADVISOR'S WEBSITE
(415) 259-6649

General

Paul Cordero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Attune Financial Planning in San Rafael, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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